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Training on how to edit fields and forms

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Posted on by Kim

Hello,

I'm new to Dynamics 365 Sales and also new to my company. I was a Salesforce Administrator user previously and now am looking for training resources to help me understand how to edit/add/delete fields within the Dynamics 365 Sales platform. I have been assigned an administrator role so I should have access to what I need. Can you please help me?

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Hi Kim,

Two ways you can achieve it:

1.Go Settings > Customizations > Customize the system > Entities > expand one entity:

Create or edit a field in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

Add field to a form in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

2.Go Power Apps(https://make.powerapps.com/ ), select correct environment and expand 'Data', click 'Tables' and select one table you need.

Fields overview in Power Apps (contains video) - Power Apps | Microsoft Docs

Add, configure, move, or delete columns on a form - Power Apps | Microsoft Docs

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xcode17 462 on at

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Hi Kim,

Leah already provide you with the best and clear explanation.

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xcode17 462 on at

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This is very clear

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Hi Partner,

Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

Thanks in advance!:)

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